FMA Advisory’s Weyerhaeuser WY Stock Holding History

FMA Advisory’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-16,861	Closed	-$615K	–	157
2018 Q2	$615K	Sell	16,861 -300	-2%	-$11K	0.29%	97
2018 Q1	$601K	Buy	17,161 +59	+0.3%	+$2.08K	0.29%	94
2017 Q4	$603K	Buy	17,102 +1,368	+9%	+$48.4K	0.28%	95
2017 Q3	$535K	Sell	15,734 -2,176	-12%	-$71.5K	0.31%	88
2017 Q2	$600	Sell	17,910 -1,904	-10%	-$64.1K	0.31%	73
2017 Q1	$673K	Buy	+19,814	New	+$644K	0.34%	82

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FMA Advisory's WY Position: Q3 2018 in Review

FMA Advisory sold out of Weyerhaeuser (WY) in Q3 2018, closing a stake of 16,861 shares — an estimated $615K sold.

FMA Advisory first reported a position in WY in Q1 2017 and held it in 6 quarters. The position peaked at $673K in Q1 2017. 978 funds tracked by Wall St. Rank hold WY as of Q3 2018.

FMA Advisory reported no remaining Weyerhaeuser position as of Q3 2018 after selling out during the quarter.
FMA Advisory sold 16,861 Weyerhaeuser shares in Q3 2018, an estimated $615K.
FMA Advisory first reported a position in Weyerhaeuser in Q1 2017 and held it in 6 quarters.
FMA Advisory's Weyerhaeuser position peaked at $673K in Q1 2017.
978 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2018.

Based on FMA Advisory's 13F filing for Q3 2018, filed 12 Apr 2021.